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Specialties
Tax preparation
Tax planning
Financial planning
IRS and FTB Tax Representation
Focusing on individuals and small business owners
Meet the Business Owner
Teresa H.
Business Owner
I have been in the practice of public accounting for over 11 years. I graduated magna cum laude from Oklahoma State University with bachelor’s and master’s degrees in December, 1999. I began my career in San Francisco at one of the large public accounting firms. I soon realized my enjoyment and interest in working with individuals and small businesses and decided to make it my career focus. For the next 10 years, I gained valuable training and experience at the regional firm level.
In December 2010, I fulfilled a long-term goal of starting my own practice, and continue to work with individual and small business clients providing tax preparation and planning services as well as financial planning services. My office is centrally located in downtown Santa Rosa and I enjoy working with clients throughout the Bay Area.